What do I need to have in place before building a campaign?

Before you click on the button to create a campaign there are a few things you need to consider

1. Have you connected your email account?

You can't send emails unless you connect an email account. If you're not sure if your account is connected and working, go to the administration section of the app and select 'Email Accounts'. From there you will see a list of email accounts available to use.

If you don't have an email account connected then you need to read our article about connecting up an email account!

2.  Do you have a project set up? - Only applicable to an Agency account

Every campaign must belong to a project. If you're only running campaigns for your own company and you have one website you may think that projects are not needed.  

But as you grow your business through outreach you'll have more and more campaigns, and a project is a great way of grouping the campaigns.

Creating a project is easy - you just need to enter the name and the description and save your new project. If you have Manager rights you can also remove access to the project for any user you want. 

Note:  When you kick off a campaign you'll be prompted to select the project. If you don't have a project, you can still create one within the campaign. You just click the plus sign.

3.  Do you have a prospect list?

The results you get from your outreach will mainly depend on the research you do prior to your campaign, the list of contacts you have, and what you say in the emails! 

Before you run a campaign start doing your research to identify the most relevant websites/contacts that you want to reach out to.

You will typically get better results if you have a smaller list of people and you send more personalized emails.

4.  Have you created your template?

Before you start creating your campaign you should create any template you want to use as part of the campaign.


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